For trade contractors
Built it. Billed it.Know what’s owed.
The job continues after the invoice goes out. Keep unpaid invoices, follow-up and holdback in sight, with your bookkeeper working from the same record.
A personal walkthrough. Arranged by email.
Bring your bookkeeper. Keep the office in the picture.
Follow the work beyond the jobsite.
- The work
- The invoice
- The holdback
You know what went into the job.
Keep the contract, invoices and payment record connected to the work you delivered.
Riverside Medical Centre
The work is done. The record continues.
Know what is still
out there.
You have another job to get to. The invoice you sent last week still needs an answer, and the retained money has a different next step.
Keep outstanding invoices attached to the right job. See the amounts, the supported dates and the facts still needed before you make the next call.
A clear record for the next call.
Bring the payment question back to a record your team can follow.
- $24,850
Riverside Medical
Invoice E-1042 - $32,400
Parkside Residences
Invoice E-1038 - $17,000
West End Library
Invoice E-1040
Holdback is shown separately. Release awaits the required facts.
A familiar voice on the other end
Follow up.
In your own voice.
Your relationship with the customer matters. Keep payment follow-up in your connected Gmail or Outlook, with the cadence and limits you choose.
Set an authorised workflow around the invoice. Choose when it should follow up and what should stop it, while keeping the conversation connected to the record.
A payment needs to be recorded.
Payment-based stop conditions depend on recorded payments. A partial payment does not necessarily settle the invoice.
- From
- Your connected Gmail or Outlook
- Subject
- Riverside Medical · Invoice E-1042
Hello,
I’m following up on invoice E-1042 for Riverside Medical. Could you confirm its status and let us know if you need anything further from us?
Thank you,
Your team
The money still held back
Keep the holdback
in the picture.
The invoice may have moved on. The holdback still belongs in the conversation.
Track retained amounts with the contract, alongside the facts needed to assess release. Keep supported dates and reminders visible without assuming that a payment date is also a holdback release date.
Know what needs confirming.
If a required fact is missing, the release date stays unconfirmed. Your next step is clear: complete the record.
- Release date
- Not yet confirmed
- Next step
- Confirm the required contract facts
A retained amount and a release date are different facts.
From the jobsite to the bookkeeping desk
Keep the office
in the loop.
You should be able to pick up the payment conversation without rebuilding it from messages, spreadsheets and memory.
Invite your bookkeeper to work with invoices, payments and holdback. Bring PDFs or spreadsheets, or connect supported QuickBooks Online, Xero or Jobber records.
A practical first conversation.
Walk through one job, one invoice and what is still owed. Confirm the workspace and plan that fit your team.
You, on the job.
See the open invoices and the next question to follow up.
Your bookkeeper, in the record.
Work with invoices, recorded payments and holdback.
Questions from the jobsite.
Plans & pricingWill Tiercord collect the money?
Tiercord helps manage the record, deadlines and follow-up. It does not transfer funds, act as a collection agency or guarantee payment.
Does follow-up use my email?
Yes, through a supported Gmail or Outlook connection and an authorised workflow. You choose cadence, limits and stop conditions. A payment-based stop requires the payment to be recorded; a partial payment need not settle the invoice.
What if an upstream date is missing?
Tiercord identifies missing required facts and withholds unsupported clocks. Sending your invoice does not start every deadline. Holdback release also depends on the applicable rules and recorded contract facts.
Can my office team use it?
Invite your bookkeeper to work with invoices, payments and holdback. Import PDFs or spreadsheets, or connect supported records from QuickBooks Online, Xero or Jobber. Access follows assigned permissions.
Which rules apply to my project?
Supported provincial rules cover Ontario, Alberta, Saskatchewan and Manitoba. Federal eligibility depends on location and party tier. Timing depends on the contract and recorded facts.
British Columbia: prompt payment is pending. Those clocks stay out of statutory overdue counts and reminders; existing lien and holdback rules remain separate. View the statute.
Tiercord supports professional review. It does not provide legal advice, determine entitlement, file an adjudication or swear a declaration.
Explore the provincial guidesBring your next payment question.
Walk through one job, an outstanding invoice and the next step with your team in mind. A personal walkthrough, arranged by email.